Purchases and Sales Made in Q1 2023 in Eaton Vance Tax Managed Diversified Equity Income Fund (ETY)
This table provides information about the institutional ownership of Eaton Vance Tax Managed Diversified Equity Income Fund (ETY) during Q1 2023. The information is specifically focused on institutions that hold shares of Eaton Vance Tax-Managed Diversified Equity Income Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Golden Green, Inc.
|
BUY
|
- |
101KNew |
$1.09M - $1.23M
|
101K
$1.55M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
89K+ 5.87% |
$963K - $1.08M
|
1.6M
$24.6M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
73.4K+ 5.59% |
$795K - $892K
|
1.39M
$21.3M
|
|
|
May 11, 2023
Q1 2023
|
Heron Bay Capital Management
|
BUY
|
- |
72.2KNew |
$781K - $876K
|
72.2K
$1.11M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
54.2K+ 76.43% |
$586K - $657K
|
125K
$1.92M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
44.9K+ 12.63% |
$486K - $546K
|
401K
$6.14M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
32.5KNew |
$352K - $395K
|
32.5K
$499K
|
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
31.3KNew |
$339K - $380K
|
31.3K
$480K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
30.5K+ 7.17% |
$330K - $371K
|
456K
$7M
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
24.9KNew |
$269K - $302K
|
24.9K
$382K
|
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
20.4KNew |
$221K - $247K
|
20.4K
$313K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
20.2KNew |
$218K - $245K
|
20.2K
$309K
|
|
|
May 09, 2023
Q1 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
18.3KNew |
$198K - $222K
|
18.3K
$280K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16.8K+ 2.88% |
$182K - $204K
|
599K
$9.18M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
15.3K+ 24.3% |
$166K - $186K
|
78.5K
$1.2M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.3KNew |
$155K - $174K
|
14.3K
$220K
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.6KNew |
$136K - $152K
|
12.6K
$192K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.1K+ 0.1% |
$130K - $146K
|
12.2M
$187M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.7K+ 4.26% |
$127K - $142K
|
287K
$4.4M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10K+ 9.37% |
$108K - $122K
|
117K
$1.79M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.98K+ 2.9% |
$108K - $121K
|
354K
$5.43M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
6.2K+ 17.37% |
$67.1K - $75.3K
|
41.9K
$642K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.81K+ 4.05% |
$62.9K - $70.5K
|
149K
$2.29M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.24K+ 27.15% |
$56.7K - $63.6K
|
24.5K
$376K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
5.23K+ 149.29% |
$56.5K - $63.4K
|
8.73K
$134K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.7K+ 98.95% |
$50.9K - $57.1K
|
9.45K
$145K
|
|
|
May 15, 2023
Q1 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
4.5K+ 2.11% |
$48.7K - $54.6K
|
218K
$3.34M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.4K+ 18.97% |
$47.6K - $53.4K
|
27.6K
$423K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.78K+ 20.08% |
$40.9K - $45.9K
|
22.6K
$346K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3KNew |
$32.5K - $36.4K
|
3K
$46K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.91K+ 3031.25% |
$31.5K - $35.3K
|
3.01K
$46.1K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.65K+ 1.15% |
$28.6K - $32.1K
|
232K
$3.56M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.2K+ 2.2% |
$23.8K - $26.7K
|
102K
$1.57M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.2K+ 2.2% |
$23.8K - $26.7K
|
102K
$1.57M
|
|
|
Aug 29, 2023
Q1 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
2.2K+ 6.99% |
$23.8K - $26.7K
|
33.6K
$515K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.1K+ 105.0% |
$22.7K - $25.5K
|
4.1K
$62.9K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.75KNew |
$18.9K - $21.2K
|
1.75K
$26.8K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.69K+ 2.79% |
$18.3K - $20.5K
|
62.2K
$954K
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.64K+ 0.29% |
$17.7K - $19.9K
|
567K
$8.7M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.5K+ 2.13% |
$16.2K - $18.2K
|
71.9K
$1.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
1.14K+ 16.7% |
$12.4K - $13.9K
|
7.98K
$122K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.12K+ 11.11% |
$12.1K - $13.6K
|
11.2K
$172K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
834+ 1.53% |
$9.02K - $10.1K
|
55.5K
$851K
|
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
831+ 1.48% |
$8.99K - $10.1K
|
56.8K
$871K
|
|
|
May 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
700+ 6.36% |
$7.57K - $8.5K
|
11.7K
$179K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
608+ 0.66% |
$6.58K - $7.38K
|
92.7K
$1.42M
|
|
|
Apr 19, 2023
Q1 2023
|
David J Yvars Group
|
BUY
|
- |
523+ 1.28% |
$5.66K - $6.35K
|
41.4K
$634K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
377+ 0.08% |
$4.08K - $4.58K
|
450K
$6.9M
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
340+ 1.31% |
$3.68K - $4.13K
|
26.3K
$402K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
330+ 3.47% |
$3.57K - $4.01K
|
9.83K
$151K
|